mirror of https://github.com/itflow-org/itflow
Added more hints between leads and clients under client management
This commit is contained in:
johnnyq
parent
174a8d932f
commit
be279b4e8d
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@ -2,15 +2,13 @@
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<div class="modal-dialog">
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<div class="modal-content bg-dark">
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<div class="modal-header">
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<h5 class="modal-title"><i class="fa fa-fw fa-user-plus mr-2"></i>Create <?php if (isset($lead)){ echo "Lead";} else { echo "Client";}?></h5>
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<h5 class="modal-title"><i class="fa fa-fw fa-user-plus mr-2"></i>Create <?php if($leads == 0){ echo "Client"; } else { echo "Lead"; } ?></h5>
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<button type="button" class="close text-white" data-dismiss="modal">
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<span>×</span>
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</button>
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</div>
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<form action="post.php" method="post" autocomplete="off">
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<input type="hidden" name="client_lead" value="<?php
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if (isset($lead)){ echo "1";} else { echo "0";}
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?>">
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<input type="hidden" name="lead" value="0">
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<div class="modal-body bg-white">
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<ul class="nav nav-pills nav-justified mb-3">
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@ -94,12 +92,11 @@
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<label><i class="fas fa-fw fa-bullhorn mr-2"></i>Is Lead</label>
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<div class="input-group">
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<div class="input-group-prepend">
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<input type="checkbox" name="lead" value="1">
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<input type="checkbox" name="lead" value="1" <?php if($leads == 1){ echo "checked"; } ?>>
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</div>
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</div>
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</div>
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</div>
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<div class="tab-pane fade" id="pills-location">
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@ -236,9 +233,7 @@
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<div class="tab-pane fade" id="pills-additional">
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<?php if ($config_module_enable_accounting) {
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if (!isset($lead)) {
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?>
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<?php if ($config_module_enable_accounting) { ?>
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<div class="form-group">
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<label>Hourly Rate</label>
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@ -292,7 +287,7 @@
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<?php } else { ?>
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<input type="hidden" name="currency_code" value="<?php echo $session_company_currency; ?>">
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<input type="hidden" name="net_terms" value="0">
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<?php } }?>
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<?php } ?>
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<div class="form-group">
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<label>Notes</label>
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@ -11,6 +11,7 @@
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</div>
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<form action="post.php" method="post" autocomplete="off">
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<input type="hidden" name="client_id" value="<?php echo $client_id; ?>">
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<input type="hidden" name="lead" value="0">
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<div class="modal-body bg-white">
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<ul class="nav nav-pills nav-justified mb-3">
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@ -18,12 +19,10 @@
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<a class="nav-link active" data-toggle="pill"
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href="#pills-client-details<?php echo $client_id; ?>">Details</a>
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</li>
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<?php if (!isset($lead)) { ?>
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<li class="nav-item">
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<a class="nav-link" data-toggle="pill"
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href="#pills-client-billing<?php echo $client_id; ?>">Billing</a>
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</li>
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<?php } ?>
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<li class="nav-item">
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<a class="nav-link" data-toggle="pill"
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href="#pills-client-notes<?php echo $client_id; ?>">Notes</a>
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11
clients.php
11
clients.php
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@ -51,12 +51,13 @@ $num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
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<div class="card card-dark">
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<div class="card-header py-2">
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<h3 class="card-title mt-2"><i class="fa fa-fw fa-user-friends mr-2"></i>Client Management</h3>
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<h3 class="card-title mt-2"><i class="fa fa-fw fa-user-friends mr-2"></i><?php if($leads == 0){ echo "Client"; } else { echo "Lead"; } ?> Management</h3>
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<div class="card-tools">
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<?php if ($session_user_role == 3) { ?>
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<div class="btn-group">
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<button type="button" class="btn btn-primary" data-toggle="modal" data-target="#addClientModal">
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<i class="fas fa-plus mr-2"></i>New Client
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<i class="fas fa-plus mr-2"></i>New
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<?php if($leads == 0){ echo "Client"; } else { echo "Lead"; } ?>
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</button>
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<button type="button" class="btn btn-primary dropdown-toggle dropdown-toggle-split" data-toggle="dropdown"></button>
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<div class="dropdown-menu">
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@ -75,7 +76,7 @@ $num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
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<div class="row">
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<div class="col-md-4">
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<div class="input-group">
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<input type="search" class="form-control" name="q" value="<?php if (isset($q)) { echo stripslashes(nullable_htmlentities($q)); } ?>" placeholder="Search clients" autofocus>
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<input type="search" class="form-control" name="q" value="<?php if (isset($q)) { echo stripslashes(nullable_htmlentities($q)); } ?>" placeholder="Search <?php if($leads == 0){ echo "clients"; } else { echo "leads"; } ?>" autofocus>
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<div class="input-group-append">
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<button class="btn btn-secondary" type="button" data-toggle="collapse" data-target="#advancedFilter"><i class="fas fa-filter"></i></button>
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<button class="btn btn-primary"><i class="fa fa-search"></i></button>
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@ -83,10 +84,10 @@ $num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
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</div>
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</div>
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<div class="col-md-8">
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<div class="float-right">
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<div class="btn-group float-right">
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<a href="?leads=0" class="btn btn-<?php if($leads == 0){ echo "primary"; } else { echo "default"; } ?>"><i class="fa fa-fw fa-user-friends mr-2"></i>Clients</a>
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<a href="?leads=1" class="btn btn-<?php if($leads == 1){ echo "primary"; } else { echo "default"; } ?>"><i class="fa fa-fw fa-bullhorn mr-2"></i>Leads</a>
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</div>
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</div>
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</div>
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</div>
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<div class="collapse mt-3 <?php if (!empty($_GET['dtf']) || $_GET['canned_date'] !== "custom" ) { echo "show"; } ?>" id="advancedFilter">
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@ -26,7 +26,7 @@ if (isset($_POST['add_client'])) {
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$extended_log_description = '';
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mysqli_query($mysqli, "INSERT INTO clients SET client_name = '$name', client_type = '$type', client_website = '$website', client_referral = '$referral', client_rate = $rate, client_currency_code = '$currency_code', client_net_terms = $net_terms, client_tax_id_number = '$tax_id_number', client_lead = '$lead', client_notes = '$notes', client_accessed_at = NOW()");
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mysqli_query($mysqli, "INSERT INTO clients SET client_name = '$name', client_type = '$type', client_website = '$website', client_referral = '$referral', client_rate = $rate, client_currency_code = '$currency_code', client_net_terms = $net_terms, client_tax_id_number = '$tax_id_number', client_lead = $lead, client_notes = '$notes', client_accessed_at = NOW()");
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$client_id = mysqli_insert_id($mysqli);
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@ -115,7 +115,7 @@ if (isset($_POST['edit_client'])) {
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$client_id = intval($_POST['client_id']);
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mysqli_query($mysqli, "UPDATE clients SET client_name = '$name', client_type = '$type', client_website = '$website', client_referral = '$referral', client_rate = $rate, client_currency_code = '$currency_code', client_net_terms = $net_terms, client_tax_id_number = '$tax_id_number', client_lead = '$lead', client_notes = '$notes' WHERE client_id = $client_id");
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mysqli_query($mysqli, "UPDATE clients SET client_name = '$name', client_type = '$type', client_website = '$website', client_referral = '$referral', client_rate = $rate, client_currency_code = '$currency_code', client_net_terms = $net_terms, client_tax_id_number = '$tax_id_number', client_lead = $lead, client_notes = '$notes' WHERE client_id = $client_id");
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//Tags
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//Delete existing tags
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